Office Manager - Pakenham
Office Manager in an expanding Financial Planning Practice based in Pakenham.
Summary about this job
Office Management
Company: Choose Wealth Financial Group
Location: Melbourne
Work type: Full Time
Salary: $55,000 - $64,999
Phone: +61-7-2257-7400
Fax: +61-8-3360-9394
E-mail: n\a
Site: n\a
Detail information about job Office Manager - Pakenham. Terms and conditions vacancy
About the business and the role
We are primarily a Financial Planning business with Lending and Accounting at arm's length.
Our growing Financial Planning firm is looking for an experienced and committed Office Manager to join our dynamic team and work alongside our Financial Planners and Administration Team.
Located in Pakenham, we are looking to fill this position as soon as possible, therefore the ideal candidate will have full availability to work full time hours, Monday to Friday on a full-time contract.
Job tasks and responsibilities
- Managing a team of 2 administration assistants and 4 advisers
- Maintain and distribute fee disclosure and opt-in register paperwork
- Managing ad hoc requests
- Liaising with external service providers
- Maintaining client databases and files
- Compliance – keeping up to date with QAF's and making sure all files are compliant
- Regular upkeep and management of new business spreadsheet
- Management of incoming new business commissions
- Management of office accounts
- Data input from external providers
Skills and Attributes
- Previous experience in Financial Planning Industry is a must
- Previous office management and administration experience is a must
- Neat, professional presentation
- Clear verbal and written communication skills
- Show initiative, enthusiasm and a can-do attitude
- Proactive and be able to meet deadlines
- Strong attention to detail
- Excellent computer skills
- Fast learner
- Proficient in MS office
- Prior experience in XPLAN preferred, but not essential
Job benefits and perks
Ease of travel to and from the office with easy parking.
Comfortable and professional office.
Financial bonus based on team performance.
Great working culture.
Please note, only successful candidates will be contacted.